DJYG
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David J. Yvars Group’s Calamos Strategic Total Return Fund CSQ Stock Holding History

David J. Yvars Group’s Portfolio CSQ Stock Details CSQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$924K Buy
45,208
+1,816
+4% +$35.8K 0.44% 30
2026
Q1 		$730K Buy
43,392
+11,518
+36% +$216K 0.41% 38
2025
Q4 		$616K Buy
31,874
+3,331
+12% +$63.4K 0.33% 38
2025
Q3 		$549K Buy
28,543
+1,422
+5% +$26.4K 0.29% 43
2025
Q2 		$493K Buy
27,121
+1,720
+7% +$28.5K 0.29% 42
2025
Q1 		$413K Buy
25,401
+876
+4% +$15.4K 0.32% 37
2024
Q4 		$435K Buy
24,525
+73
+0.3% +$1.3K 0.27% 48
2024
Q3 		$423K Sell
24,452
-2,759
-10% -$46.5K 0.26% 46
2024
Q2 		$460K Buy
27,211
+139
+0.5% +$2.25K 0.29% 45
2024
Q1 		$442K Buy
27,072
+141
+0.5% +$2.21K 0.3% 44
2023
Q4 		$404K Sell
26,931
-18,078
-40% -$252K 0.33% 39
2023
Q3 		$636K Buy
45,009
+517
+1% +$7.61K 0.53% 32
2023
Q2 		$652K Buy
44,492
+533
+1% +$7.43K 0.54% 32
2023
Q1 		$611K Buy
43,959
+525
+1% +$7.33K 0.55% 32
2022
Q4 		$574K Buy
43,434
+535
+1% +$7.23K 0.72% 24
2022
Q3 		$539K Buy
42,899
+444
+1% +$6.42K 0.6% 27
2022
Q2 		$564K Buy
42,455
+422
+1% +$6.28K 0.77% 23
2022
Q1 		$738K Buy
42,033
+337
+0.8% +$5.83K 0.51% 32
2021
Q4 		$806K Buy
41,696
+1,709
+4% +$32.2K 0.5% 28
2021
Q3 		$710K Buy
39,987
+1,715
+4% +$31.6K 0.41% 38
2021
Q2 		$696K Buy
38,272
+1,312
+4% +$23.4K 0.39% 41
2021
Q1 		$632K Buy
36,960
+7,509
+25% +$123K 0.4% 40
2020
Q4 		$466K Buy
+29,451
New +$428K 0.32% 44

Other funds holding CSQ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
B
Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return

David J. Yvars Group's CSQ Position: Q2 2026 in Review

David J. Yvars Group increased its Calamos Strategic Total Return Fund (CSQ) stake by 4.2% in Q2 2026, buying an estimated $35.8K and bringing the position to 45,208 shares worth $924K. The position accounts for 0.44% of the portfolio, ranked #30.

David J. Yvars Group first reported a position in CSQ in Q4 2020 and has held it in 23 quarters since. 221 funds tracked by Wall St. Rank hold CSQ as of Q2 2026.

  • David J. Yvars Group held 45,208 shares of Calamos Strategic Total Return Fund worth $924K as of Q2 2026.
  • David J. Yvars Group bought 1,816 Calamos Strategic Total Return Fund shares in Q2 2026, an estimated $35.8K.
  • Calamos Strategic Total Return Fund made up 0.44% of David J. Yvars Group's portfolio in Q2 2026, its #30 holding.
  • David J. Yvars Group first reported a position in Calamos Strategic Total Return Fund in Q4 2020 and has held it in 23 quarters since.
  • 221 funds tracked by Wall St. Rank held Calamos Strategic Total Return Fund as of Q2 2026.

Based on David J. Yvars Group's 13F filing for Q2 2026, filed 7 Jul 2026.